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UBS Asset Management (Australia) Ltd Proxy Voting Records (view using the link below)

Proxy Voting Records for Australian funds for the year ended 30 June

Attribution Managed Investment Trust (AMIT) Notices

AMIT notices/details for non-residents

Unit pricing disclosure

View our Unit Pricing Discretions Policypdf, 123 KB

UBS Asset Management Complaints Handling Policy

Compliants Handling Policypdf, 54 KB

Investor Notices

  • Notice of changes to a Managed Investment Scheme - UBS Yarra Australian Share Fund – 9 November 2022pdf, 81 KB
  • Notice of changes to a Managed Investment Scheme - UBS Yarra Australian Small Companies Fund – 9 November 2022pdf, 80 KB
  • Notice of changes to a Managed Investment Scheme - UBS Yarra Microcap Fund – 9 November 2022pdf, 80 KB
  • Notice of change of Portfolio Manager - Emerging Markets Equity (EME) - 21 June 2022pdf, 101 KB
  • Notice of change of Portfolio Manager – Investment Solutions – 12 May 2022pdf, 77 KB

Financial Reports

  • UBS Equity Funds and Multi-Asset Funds 30 June 2022 – Financial Reportspdf, 5 MB
  • UBS Fixed Income Funds 30 June 2022 – Financial Reportspdf, 4 MB
  • UBS Global Real Assets Fund 30 June 2022 – Financial Reportpdf, 1 MB
  • Annual Financial Report - 30 June 2022pdf, 2 MB
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Any materials, information or reports published, distributed or otherwise made available on this website are published for information purposes and should not be considered a recommendation to purchase or sell any particular security or UBS fund. Unless stated otherwise, the information and opinions expressed are those of UBS Asset Management and subject to change without notice. They have no regard to the specific investment objectives, financial situation or particular needs of any person and should not be construed as a solicitation, inducement, offer or recommendation, to buy or sell any security, investment or other financial instrument, to effect any transaction or to conclude any legal act of any kind whatsoever. Any potential investor should consider the relevant product disclosure statement (PDS) in deciding whether to acquire, or continue to hold, units in a fund. UBS has also issued a target market determination (TMD) that describes the class of consumers that comprises the target market for each UBS fund and matters relevant to their distribution and review.  A copy of the PDS and TMD is available from UBS Asset Management (Australia) Ltd, the issuer of the UBS Funds, on our website www.ubs.com.au or by calling (03) 9046 4041 or 1800 572 018.  Unless specifically stated otherwise, all price and performance information is indicative only. No allowance has been made for taxation.  No representation or warranty, either express or implied, is provided in relation to the accuracy, completeness or reliability of the content on this website.

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This website is intended for persons resident in Australia. UBS Asset Management (Australia) Ltd ABN 31 003 146 290, AFS Licence No. 222605 is the product issuer. Before making an investment decision, you need to consider whether this information is appropriate to your objectives, financial situation or needs. Any potential investor should consider the relevant PDS in deciding whether to acquire, or continue to hold units in a fund. Please consult your financial adviser. Past performance is not a reliable indicator of future performance.
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